JOB CODE:       5712-5716                                 FUNCTIONAL:            Professional Services

 

JOB TITLE:      Portfolio Architect                       SUBFUNCTIONAL:     Design

 

PRIMARY RESPONSIBILITY:

 

Portfolio Architect (Levels 2 through 6): Applies broad knowledge of company product capabilities and service offerings to create and maintain a portfolio of generic baseline product/solution alternatives that can be enhanced and customized to meet specific needs for client/prospect organizations. May specialize in a specific field or industry. Utilizes broad portfolio-building approach, detailed subject matter expertise and communication skills to create and present innovative solutions for consulting sales to pursue for new and existing accounts. Applies business knowledge and “go to market” strategies to the development of client-facing solutions , build-out cost estimates and sales support requirements for service offerings and related capabilities. Generally provides a core idea or springboard concept that meets the requirements for an overall solution. Leverages portfolio best practices across enterprise. Leads value creation activities at industry and client events.  May require client-facing presentation and typically requires strong communication ability, creativity and flexibility as well as technical expertise. At career job levels, this role supports the development of a portfolio concept or product extension to new markets using established techniques. At higher levels, this position is an innovative thinker and advocate for new alternative concepts and technology applications and brings significant experience as a consultant/solutions architect to the role of leveraging specific solutions into modules for application in varied situations. 

NOTE: This job has been placed in a professional category for orientation purposes only. This placement should not be considered a recommendation from Radford Surveys concerning employee exemption status. Participants are reminded to apply appropriate FLSA salary and duties tests to determine overtime eligibility. Do not rely upon job title or reported market practices for guidance.

 

LEVELING REQUIREMENTS:

 

Level 2:

·          KNOWLEDGE:  Uses professional concepts; applies company policies and procedures to resolve a variety of issues.

·          JOB COMPLEXITY:  Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors.  Exercises judgment within defined procedures and practices to determine appropriate action.  Has internal and some external contacts.

·          SUPERVISION:  Normally receives general instructions on routine work, detailed instructions on new projects or assignments.

·          EXPERIENCE:  Typically requires a minimum of 2 years of related experience.  In some companies, the requirement will be less.

 

Level 3:

·          KNOWLEDGE:  Uses skills as a seasoned, experienced professional with a full understanding of industry practices and company policies and procedures; resolves a wide range of issues in imaginative as well as practical ways.  This job is the fully qualified, career-oriented, journey-level position.

·          JOB COMPLEXITY:  Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors.  Demonstrates good judgment in selecting methods and techniques for obtaining solutions.  Interacts with senior internal and external personnel.  

·          SUPERVISION:  Normally receives little instruction on day-to-day work, general instructions on new assignments.

·          EXPERIENCE:  Typically requires a minimum of 5 years of related experience.  In some companies, the requirement will be less.

 

Level 4:

·          KNOWLEDGE:  Having wide-ranging experience, uses professional concepts and company objectives to resolve complex issues in creative and effective ways. Some barriers to entry exist at this level (i.e., dept/peer review).       

·          JOB COMPLEXITY:  Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors.  Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Internal and external contacts often pertain to company plans and objectives.

·          SUPERVISION:  Determines methods and procedures on new assignments, and may provide guidance to other personnel.

·          EXPERIENCE:  Typically requires a minimum of 8 years of related experience.  In some companies, the requirement will be less.  At this level, graduate coursework may be desirable.


 

Level 5:

·          KNOWLEDGE:  Having broad expertise or unique knowledge, uses skills to contribute to development of company objectives and principles and to achieve goals in creative and effective ways.  Barriers to entry such as technical committee review exist at this level.       

·          JOB COMPLEXITY:  Works on significant and unique issues where analysis of situations or data requires an evaluation of intangibles.  Exercises independent judgment in methods, techniques and evaluation criteria for obtaining results.  Contacts pertain to significant matters often involving coordination among groups.

·          SUPERVISION:  Acts independently to determine methods and procedures on new or special assignments.  May supervise the activities of others.

·          EXPERIENCE: Typically requires a minimum of 12+ years of related experience.  In some companies, the requirement will be less.  At this level, graduate coursework may be expected.

 

Level 6:

·          KNOWLEDGE:  As an expert in the field, uses professional concepts in developing resolution to critical issues and broad design matters.  Significant barriers to entry (i.e., top management review approval) exist at this level.       

·          JOB COMPLEXITY:  Works on issues that impact design/selling success or address future concepts, products or technologies.  Often serves as consultant to management and external spokesperson for the organization.

·          SUPERVISION:  Exercises wide latitude in determining objectives and approaches to critical assignments.  

·          EXPERIENCE:  Typically requires a minimum of 15+ years of related experience.  In some companies, the requirement will be less.  At this level, a graduate degree may be expected.